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Trustee Training Overview

Part I: General Strategy for Orienting New TrusteesPart II: Sample Outline for New Trustee OrientationPart III: Materials

Part I: General Strategy for Orienting New Trustees

Initial orientation should start as soon as possible after a new member is appointed -- before their first board meeting if possible. (see a Sample Outline)

Give them a tour of the library.

Provide each board member with a 3-ring binder containing Trustee Essentials, and many of the other tools and documents listed in Part III, with labeled divider tabs. They can add the agendas, minutes, budgets, and other documents from meetings throughout the year, to sections you have also labeled.

Sample sections:

Trustee Essentials

Board Agendas and Minutes

Board Calendar for the Year

Budget

Board By-Laws

SCLS Information

Wisconsin Statutes Chapter 43

Each of the 27 “Trustee Essentials” that make up the trustee handbook can be used for short continuing education sessions held during regular or special board meetings. Board members could take turns at leading these sessions.